Capsule now lets you view AI-generated summaries of your Contact history. These summaries give you a quick, bulleted overview of your 50 most recent activities with a Contact - including emails, calls, and notes you’ve logged. It’s perfect for quickly preparing for a sales call or catching up on key accounts.
How to generate an AI Summary
To generate an AI Summary for a Contact:
- Start by navigating to the People & Organizations tab
- Click the Name of the Contact you’d like to view a summary of
- Choose Summarise History from the middle panel
Capsule will then generate the summary for your Contact.
If you log more activity to the same Contact at a later date, there will be an option to refresh the summary to include the latest details.
Use the arrow button to minimise your AI Summary if needed.
How is my Capsule data used for AI Summaries?
To generate AI Summaries, Capsule will securely share your activity data with OpenAI, our trusted sub-processor. You can find more details on it below:
| Sub-processor | Purpose | Data | Transfer Mechanism | Supplemental Measures | Contact Details/ Location |
|---|---|---|---|---|---|
Create contact summaries | Customer entered data (account details, activities), Content of communications between a customer and user | SCCs | Data is encrypted at rest and in transit DPA | Legalprivacy@openai.com 3180 18th St., San Francisco, CA 94110, USA |
View Customer Terms for Capsule here.
What are the quotas for AI Summaries?
Currently, you will have access to 20 AI Summaries per user. Find out how to generate an AI Summary in this section.
Credits renew on a rolling 30-day basis.
How to disable AI Summaries
Administrators can choose to disable the AI Summaries feature if needed. To do this:
- In Capsule, go to Account Settings
- Click on Capsule AI
- Under the AI Summaries section, untick the check box for Enable AI Summaries
- Save your changes
This will disable the AI Summaries feature for all Capsule users on your account.